Heck Capital Advisors, LLC Closed Holding Positions

Heck Capital Advisors, LLC

  • $889 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
DD
Du Pont De Nemours, Inc.

Basic Materials
Q3 2022 Filed on May 19, 2025
3,811
$50.05 - $62.7 $191K - $239K
EUDG
Wisdomtree Tr

ETFs
Q3 2022 Filed on May 19, 2025
50
$22.59 - $27.83 $1.13K - $1.39K
LUMN
Lumen Technologies, Inc.

Communication Services
Q3 2022 Filed on May 19, 2025
21,422
$7.28 - $11.26 $156K - $241K
RJA
Swedish Export Credit Corp

ETFs
Q3 2022 Filed on May 19, 2025
437,545
$8.6 - $9.53 $3.76M - $4.17M
UGA
United States Gasoline Fund, LP

ETFs
Q3 2022 Filed on May 19, 2025
58,749
$50.3 - $70.26 $2.96M - $4.13M
UNG
United States Natural Gas Fund, LP

ETFs
Q3 2022 Filed on May 19, 2025
112,426
$18.66 - $33.79 $2.1M - $3.8M
X
United States Steel Corp

Basic Materials
Q3 2022 Filed on May 19, 2025
16,122
$17.02 - $25.55 $274K - $412K
CVX
Chevron Corp

Energy
Q4 2022 Filed on May 19, 2025
125
$151.73 - $188.05 $19K - $23.5K
XOM
Exxon Mobil Corp

Energy
Q4 2022 Filed on May 19, 2025
205
$91.92 - $114.2 $18.8K - $23.4K
HD
Home Depot, Inc.

Consumer Cyclical
Q4 2022 Filed on May 19, 2025
35
$269.46 - $333.38 $9.43K - $11.7K
IBM
International Business Machines Corp

Technology
Q4 2022 Filed on May 19, 2025
155
$117.75 - $150.62 $18.3K - $23.3K
LOW
Lowes Companies Inc

Consumer Cyclical
Q4 2022 Filed on May 19, 2025
65
$178.3 - $215.64 $11.6K - $14K
SYY
Sysco Corp

Consumer Defensive
Q4 2022 Filed on May 19, 2025
170
$72.09 - $86.56 $12.3K - $14.7K
XCEM
Columbia ETF Tr Ii

ETFs
Q4 2022 Filed on May 19, 2025
564
$23.38 - $27.54 $13.2K - $15.5K
Fidelity Covington Trust
Q4 2022 Filed on May 19, 2025
1,267
N/A
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
Q2 2022 Filed on May 19, 2025
106,726
$27.38 - $40.87 $2.92M - $4.36M
RJN
Swedish Export Credit Corp

ETFs
Q3 2022 Filed on May 19, 2025
559,442
$3.75 - $4.56 $2.1M - $2.55M
EXAS
Exact Sciences Corp

Healthcare
Q2 2022 Filed on May 19, 2025
3,781
$35.61 - $76.23 $135K - $288K
FCG
First Tr Exchange Traded Fd

ETFs
Q2 2022 Filed on May 19, 2025
98,743
$21.75 - $30.82 $2.15M - $3.04M
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
Q2 2022 Filed on May 19, 2025
123,390
$23.35 - $31.7 $2.88M - $3.91M
FLJP
Franklin Templeton ETF Tr

ETFs
Q2 2022 Filed on May 19, 2025
343
$23.03 - $27.45 $7.9K - $9.42K
GNRC
Generac Holdings Inc.

Industrials
Q2 2022 Filed on May 19, 2025
922
$204.62 - $316.01 $189K - $291K
PXE
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on May 19, 2025
88,999
$25.68 - $36.33 $2.29M - $3.23M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
Q2 2022 Filed on May 19, 2025
26
$51.43 - $62.92 $1.34K - $1.64K
AAXJ
Ishares Msci All Country Asia

ETFs
Q2 2022 Filed on May 19, 2025
604
$66.21 - $77.92 $40K - $47.1K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
Q2 2022 Filed on May 19, 2025
56,113
$49.92 - $55.16 $2.8M - $3.1M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
Q2 2022 Filed on May 19, 2025
72,887
$40.27 - $44.02 $2.94M - $3.21M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
Q2 2022 Filed on May 19, 2025
113,479
$24.32 - $27.85 $2.76M - $3.16M
FOVL
Ishares Tr Focused Value Facto

ETFs
Q2 2022 Filed on May 19, 2025
28
$48.07 - $59.02 $1.35K - $1.65K
KRE
Spdr S&P Regional Banking ETF

ETFs
Q2 2022 Filed on May 19, 2025
53
$56.85 - $68.24 $3.01K - $3.62K
CRM
Salesforce, Inc.

Technology
Q2 2022 Filed on May 19, 2025
1,264
$155.6 - $218.85 $197K - $277K
CRH.L
Crh PLC

Basic Materials
Q4 2022 Filed on May 19, 2025
350
N/A
CATH
Global X Fds Global X S&P 500

ETFs
Q4 2022 Filed on May 19, 2025
1,425
$43.49 - $49.78 $62K - $70.9K
CEFA
Global X Fds
Q4 2022 Filed on May 19, 2025
834
$22.13 - $26.95 $18.5K - $22.5K
UTEN
Rbb Fd Inc Us Treas 10 Yr Nt E
Q4 2023 Filed on May 19, 2025
103,395
N/A
USB
Us Bancorp \De\

Financial Services
Q4 2023 Filed on May 19, 2025
490
$30.64 - $45.33 $15K - $22.2K
VGLT
Vanguard Long Term Treasury Et

ETFs
Q1 2024 Filed on May 19, 2025
299
$57.73 - $61.4 $17.3K - $18.4K
VZ
Verizon Communications Inc

Communication Services
Q4 2023 Filed on May 19, 2025
4,577
$30.67 - $38.65 $140K - $177K
IAT
Ishares Tr

ETFs
Q1 2024 Filed on May 19, 2025
225,452
$39.12 - $43.38 $8.82M - $9.78M
IWC
Russell Micro Cap ETF

ETFs
Q2 2024 Filed on May 19, 2025
41,359
$109.35 - $119.81 $4.52M - $4.96M
HIGH
Simplify Exchange Traded Fds E
Q3 2024 Filed on May 19, 2025
701
N/A
CDX
Simplify Exch.Trad Fds Simplif

ETFs
Q2 2024 Filed on May 19, 2025
109
$22.63 - $23.38 $2.47K - $2.55K
VUG
Vanguard Growth ETF

ETFs
Q2 2024 Filed on May 19, 2025
298
$322.46 - $377.11 $96.1K - $112K
INTC
Intel Corp

Technology
Q3 2024 Filed on May 19, 2025
6,946
$18.9 - $34.87 $131K - $242K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
Q2 2024 Filed on May 19, 2025
99,965
$43.17 - $46.64 $4.32M - $4.66M
INDA
Ishares Msci India Index Fund

ETFs
Q3 2024 Filed on May 19, 2025
79,193
$54.86 - $59.22 $4.34M - $4.69M
SCJ
Ishares Msci Japan Small Cap E

ETFs
Q3 2024 Filed on May 19, 2025
55,072
$68.65 - $79.7 $3.78M - $4.39M
IXN
Ishares Global Information Tec

ETFs
Q3 2024 Filed on May 19, 2025
73,237
$73.0 - $87.81 $5.35M - $6.43M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
Q2 2024 Filed on May 19, 2025
4,598
N/A
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